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JeffK

Joined: 6/27/2017
Education: Graduate
Trading Experience: 10-20 yrs
CPA with a high level interest in investing - Primarily look for a balance between innovative high growth tech companies and value plays focused on quality brands with strong moat. Early investor in Apple, Tesla, NVIDIA and Alibaba allowing for market beating returns over the past several years.

Sectors:

Consumer Discretionary,Consumer Staples,Energy,Financials,Health Care,Industrials,Information Technology,Telecommunication Services,Utilities

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40

Total Recommendations

34

Open Recommendations

66.67 %

Success Rate

2

Total Services


My Services

Service NameAvg % Return
since Inception
Recommendations
Open/Closed
% SuccessYTD ReturnAll Time ReturnFees
Jeff K's growth and value portfolio4.40 %16/666.67 %4.96 %4.96 %FreeSubscribe
Jeff value and income play-0.48 %18/00.00 %-0.44 %-0.44 %FreeSubscribe

Recent Recommendations

Show Top 5 - GM(3)     AAPL(2)     BIDU(2)     DIS(2)     EZU(2)     FB(2)     GOOGL(2)     JPM(2)     NKE(2)     SBUX(2)     TJX(2)     VEA(2)     BABA(1)     BX(1)     EPD(1)    

Stocks

SymbolService NamePosition Type% Return Issue Date
BXJeff value and income playSubscribe2.31 %8/8/2017
VGKJeff value and income playSubscribe1.96 %8/8/2017
JBLUJeff value and income playSubscribe-10.28 %8/8/2017
GOOGLJeff K's growth and value portfolioSubscribe4.49 %8/8/2017
JPMJeff value and income playSubscribe4.82 %8/8/2017

Options

No option recommendation found.